Tip of the month

taxes

A Tax-Smart Way to Leave Money to Charities and Your Family

As the famous idiom goes, “In this world, nothing is certain except death and taxes.” And, while death may be a certainty, some taxes actually might not be. The tax implications of your charitable contributions and what you leave to your heirs might not be a concern you have thought about a lot. However, it …

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financial decisions

Don’t Make Hasty Decisions When Tensions are High

It’s important to stay skeptical of promises of sure things during unsure times. Is a simple and reliable investment really simple and reliable, or does it just appear that way because the world is spinning? Jason Zweig at the Wall Street Journal says “As Russia launches its blitzkrieg against Ukraine, my inbox brimmed with reports …

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